BOOKEEPING SERVICES Count on us to take the worry out of your small business accounting. ABOUT US Who we are. CONTACT We help you take charge of your finances to ensure a secure future. Welcome to Balanced Business Group We optimize your business systems for success. Read More...

PRIVACY POLICY No Rendering of Advice The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Accuracy of Information While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications. If you wish to contact the webmaster of this website, please call CPA Websites Solutions at 802-655-1519. Disclaimer of Warranties and Limitations of Liability This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Links to Third Party Websites For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

ABOUT We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you reach out to us. The following pages should give you an idea of what we're all about. We hope you enjoy them! Our Values Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.

CONTACT If you have any unanswered questions, please let us know. Balanced Business Group LLC 1001 2nd Street, Suite 205 Napa, CA 94559 PO Box 6931 Napa, CA 94581 info@balancedbusinessgroup.com Phone: (707) 927-5877 Fax: (707) 676-4307 Fill out the form below to e-mail us. Name E-mail Phone Number Best time to call Comments Send Thanks for submitting!

SERVICES Bookkeeping Services Small Business Accounting As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits. Cash Flow Management A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. Part-Time Controller Services Our Part-Time Controller service gives you a professional financial manager who works with you to help guide your business to success. Payroll We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

BOOKKEEPING SERVICES We help wineries and other small to medium size businesses streamline their accounting practices in order to reduce costs and increase effectiveness. What makes our services unique and uncomparable to other providers? We: Provide custom packages to suit your specific needs Are up to date with the latest financial, accounting and industry news and technology Familiar with multiple point of sale and ecommerce portals Liaise directly with your CPA to maximize efficiency Guarantee our work Save you time and money with our expertise and efficiency Have unparalleled customer service Certified Xero Advisor Certified QuickBooks ProAdvisor Member American Institute of Professional Bookkeepers Knowledgeable in both Bonded Wineries as well as Wholesaler Licenses and Alternating Proprietorships (AP) rules and regulations Are dedicated brand ambassadors and provide complimentary 'plugs' through all our social media channels We are not simply data entry machines. Our favorite part of our work is to present you with timely, accurate, customized reports so you can make better business decisions based on real numbers. Beyond tax returns, this information is pivotal and vital to any business' success. We also continually educate ourselves with the newest and most efficient and integrative technologies to streamline your business cycle while maintaining data ingegrity. Want to move to the cloud? We have the solutions and can help you transition. The better the decisions you make, the better business is for you, the more success you have. Because we keep current with the latest technologies we are able to serve you from anywhere. Whether you're in Washington, Oregon, Central or Southern California or operating a winery on the East Coast, we are able to meet your needs. Our areas of expertise: Xero QuickBooks Pro/Premier/Enterprise QuickBooks Online VinSight Bill.com Concur Payroll (including 943s) Order Processing Shipping & Fulfillment and many more Please contact us for a comprehensive list of our service packages.

PAYROLL When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner. Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers. We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company. Why Outsource Your Payroll... It's Cost Effective Use your staff more efficiently by letting us handle payroll and the associated legal details. Reduce overhead by removing the need to hire specialized employees. It's a Time Saver Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries. Worry Free Payroll Tax Filing Eliminate the risks of calculating and filing your own payroll taxes by having professionals do it for you. Federal, state and local payroll tax laws are frequently changing and becoming more complex. How much time do you want to spend learning all the rules and keeping your information up to date? Allows You To Focus On Core Competencies Our professional staff allow you to focus on the core competencies of your business. We are accounting professionals--you get the experts working for you and with you. Comprehensive Reports You get a wide variety of user-friendly and accurate payroll reports. For a nominal fee, we will include union reports, certified payroll, workers' compensation reports and much more. Get the Payroll Solution That Best Fits Your Needs. We know that when it comes to payroll service - no one size fits all. That's why we offer the following 3 custom payroll processing options. 1. Comprehensive Payroll Services Our Comprehensive Payroll Service takes care of all of the payroll processing for you, so that you won't have to. You get... Your payroll checks prepared and printed on-time, every-time. All of your payroll checks are laser printed on "blank" check stock to ensure maximum security and meet the micro encoding standards as set forth by the Federal Reserve System. Free Direct Deposits Worry Free IRS and State tax reporting as well as EFTPS tax deposits. User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms. Detailed reports on your employee's vacation, sick days, and personal days accruals. Creation and filing of the required new hire reports Your payroll records maintained in tip top shape. 2. After-the-Fact-Payroll Services We will take your manually-prepared payroll records and other payroll information and post this information to our data files, so you get... Worry Free IRS and State tax reporting as well as EFTPS tax deposits. User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms. Detailed reports on your employee's vacation, sick days, and personal days accruals. Creation and filing of the required new hire reports Your payroll records maintained in tip top shape. 3. Online Payroll Processing You can enter your employee's hours and earnings securely online and get... The ability to instantly print payroll checks on your own printer. Free Direct Deposits Worry Free IRS and State tax reporting as well as EFTPS tax deposits. User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms. Detailed reports on your employee's vacation, sick days, and personal days accruals. Creation and filing of the required new hire reports Your payroll records maintained in tip top shape. Custom Payroll Reports Service There seems to be an endless amount of special reports Government agencies require. We can prepare the following reports for you. Worker's Compensation Audits Unemployment Claims Social Security Audits Child Support Audits W-2 and W-3 processing 1099 and 1096 processing Preparation/assistance with Federal and State registration forms How much do we charge? In order to give you an accurate price for our payroll services we need to know a little more about your business and what services you're interested in. Our prices are very affordable. Please complete the form below to get a free consultation and complete pricing of our Payroll Processing Services.

PART-TIME CONTROLLER SERVICES Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time Controller or controller. If you're fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success. The cost of hiring a full-time Controller can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time Controller services provides you with experienced support at a small fraction of that cost. Here's what you get with our Part-Time Controller services... More time to focus on new services, new customers and other core business issues. Better understanding of the financial side of your business. So you have less surprises and more control over the money. Improved decision-making capabilities from clearly seeing the hard and true numbers of your business. A readily available sounding board to help you with those tough business decisions and help you clarify your business plans. The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business. A professional who establishes strong financial controls in your business to reduce employee theft and increase profits. Training and managing your accounting staff. Improved quality and timeliness of financial information. Budget preparation and monitoring. Profitability analysis by service or product line. Tax saving strategies. Trend analysis. Assistance in defining long-range plans and the quantification of goals. Cash management. Liaison with bankers, attorneys, vendors, insurance agents, etc. Assistance in obtaining financing from banks, including assistance with negotiations. Review/negotiation of insurance policies. Development of company accounting procedure manuals. Analysis of equipment purchases, expansions, etc. Mergers and acquisitions assistance Custom designed collection policies and procedures If you'd like to learn more about our Part-Time CFO Services please complete this form to get a free consultation.

PRIVACY POLICY Home About Our Values Services Bookkeeping Services Small Business Accounting Cash Flow Management Part-Time Controller Services Payroll Contact Footer Pages Search Privacy Policy Disclaimer

OUR VALUES Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. ​ Responsiveness Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your bookkeeping and system questions and put you in contact with the best tax professionals for answers to your tax questions. We welcome you to contact us anytime.

PRIVACY POLICY Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999. We collect nonpublic personal information about you from the following sources: Information we receive from you on applications, tax organizers, worksheets and other documents; Information about your transactions with us, our affiliates, or others; Information we receive from a consumer-reporting agency. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters. If you have any questions about this policy, please do not hesitate to contact us.

CASH FLOW MANAGEMENT A wise business owner once said, "Happiness is a positive cash flow." As a business owner, I'm sure you agree. Everything is better when your cash-in exceeds your cash-out. A cash crisis can be emotionally devastating and it can even kill your business. If you've ever had to beg, borrow and steal to cover tomorrows payroll you know what I mean. Our cash management service allows you to... know when, where, and how your cash needs will occur. know what the best sources are for meeting your additional cash needs. be prepared to meet these needs when they occur, by keeping good relationships with bankers and other creditors. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs. We also prepare historical cash flow statements to help you gain an understanding about where all the money went. Creating an accurate cash flow projection is just one of the many cash management services we provide. You also get... Help obtaining an appropriate line of credit Cash collection acceleration techniques Proven effective collection policies Proven effective payment policies Help obtaining the maximum rate of return on your idle cash To learn more about how we can help you avoid stressful cash shortages please complete this form to get a free consultation.